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5.3 EMPLOYEE SETUP
SELECT FROM THE MENU BAR
EMPLOYEES THEN ADD/MODIFY/DELETE EMPLOYEES
This is the screen you will be able to enter all the users and or
employees in ADVANTAGE Salon Software
and Spa Software. You will find a pull down list at the top of
the screen in which you can search for an existing employee by Name or EmployeeID.
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You must enter an EmployeeID for every
employee. It can be an alpha numeric ID. An EmployeeID
needs to be a minimum of 4 characters long.
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Make sure you select a User Group for the
employee and enter a Password if you want the employee to
have a logon.
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Make sure you set up the services this Employee can
perform. Select the ASSIGN AND EDIT SERVICES button. You will
get a screen with two windows: the top pane is labeled – Selected
Services, the bottom pane is labeled – Available Services.
The Selected Services pane (top) displays a list of services that
the employee can perform. The Available Services pane (bottom)
displays a list of all services provided by your salon/spa. For each
employee, select from the Available Services window, the services
he or she provides. You may highlight more than one service during the
selection. Then click on the Select Service(s) button.
The Selected Services window should show the employee’s
services. You may edit a service’s price, length of time, or,
commission for each individual employee at any time. This gives the
capability to provide different pricing for the same service based on
the stylist performing the service.
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Time length is the total time a service will
take to perform in the appointment book, while initial time is
the amount of time you want to block out for the initial part of an
appointment that you want to setup a gap to be able to schedule another
appointment within this appointments, while the interval time is
the time you want to unblock out for another service to be performed for
the service. For instance, a color type service is 1 hour 45 minutes
while the initial time is 45 minutes you setup an interval time of 30
minutes. Then the remaining 30 minutes are blocked out.
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Be sure to select the status as Active for the
employees. You can change the status from Active to Inactive
to inactivate this employee screen to exclude them from point of sale
and the scheduler.
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The password entered in the employee setup allows them to
logon to ADVANTAGE Salon Software
and Spa Software. An additional password is used for the Point of
Sale functions. To setup POS Operators use the Setup
Operators option under Point of Sale Setup options.
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If you want this employee to show up in the appointment
book as a service provider, make sure to select Yes for the prompt of
Scheduler?
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If this employee is to be included in the scheduler or
appointment book make sure you select the days of the week this person
works. Select yes next to the day or days of the week that they are
available to work.
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The Service commission and the Inventory
commission amounts are percentages you want to pay an employee for
providing the service or for the sale of an inventory item. The
commission can be changed at anytime and will only affect the sales from
that day on. You can also enter an hourly rate for hourly
employees.
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If this person is a Booth Renter, be sure to check
the booth renter box and indicate the amount of the rent, the frequency
of rent due and the next bill date.
Make
sure to SAVE your changes, once finished.
On the appointment book
week view or day view the software has an action option to Set
Employee Schedule. This option allows you to schedule the working
hours and lunch breaks for employees for a certain date range. It is
important that you schedule a reasonable time period at a time. Do not
schedule employees working hours for long time periods like a year at a
time. Stick to scheduling a week or a month at a time. Just select the
days the employee works and enter the time range and the optional lunch
hour. Then select the generate button to create the employee work
schedule. If you do not perform this function the employee will have
all times available per his employee record. On the employee screen you
can indicate to include this employee in the appointment book or not and
actually disable any days for this employee to work.
You can always reset the
employee’s schedule by performing this function again and selecting the
correct date range in question.
Employees Checking
in/Check out:
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Employees can check in with the Timeclock or use
the tool bar at the top and select Employees then select
Check in/Check out from this menu you can check in or out, edit a
employees check in or out time, see what employees are not check out, as
well as see a report of employees check in or out.
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